Our client's Life & Pensions division is a leading player in the market, with continued growth and a strong commitment to delivering outstanding client service.
Role Overview:
* Maintain and update accurate client records
* Provide comprehensive administrative support to Pensions Consultants
* Prepare documentation and materials for client meetings
* Manage the end-to-end processing of new pension business, liaising directly with life companies to ensure efficient and accurate handling
* Communicate with clients via phone and email to keep them informed on the progress of their applications
Additional responsibilities include general administrative tasks such as appointment scheduling, managing correspondence, and filing.
Candidate Profile:
* QFA qualification is required
* Proven experience in an administrative role within the financial services sector, specifically in life and pensions
* Strong organisational skills with the ability to multitask effectively
* Excellent verbal and written communication abilities
* High attention to detail and accuracy
Key responsibilities of this role include ensuring all client information is up-to-date and accurate. The successful candidate will also be responsible for providing comprehensive administrative support to the Pensions Consultants, including preparing documentation and materials for client meetings, as well as communicating with clients via phone and email to keep them informed on the progress of their applications.
As a key member of our team, the successful candidate will have strong organisational skills, with the ability to multitask effectively. They will also possess excellent verbal and written communication abilities, as well as high attention to detail and accuracy.
The ideal candidate will be highly organised, with excellent time management skills, and be able to work effectively in a fast-paced environment. They will also be proficient in using various software packages, including Microsoft Office.
Further details regarding this opportunity can be found below.
Required Skills and Qualifications:
* QFA qualification is required
* Proven experience in an administrative role within the financial services sector, specifically in life and pensions
* Strong organisational skills with the ability to multitask effectively
* Excellent verbal and written communication abilities
* High attention to detail and accuracy
For more information on how your skills and qualifications match this role, please see below.
Benefits:
By joining our organisation you will gain valuable experience and skills that will enable you to make a positive impact in your career.
Due to the nature of this role we are unable to provide any further information at this stage. If you would like to express interest in this position, please submit your application.